Aon Explores Alternative Remuneration
Aon Corp. announced today that it will resume accepting various forms of compensation for its brokerage business where appropriate.
In Practice
BofA Merrill Lynch Finds Participants Continue to Make Positive Savings Steps
Bank of America Merrill Lynch’s Quarterly Scorecard on activity within its proprietary 401(k) business finds positive savings actions by 401(k) participants continuing to trend higher.
ETF Assets Fall in June
State Street’s latest ETF Snapshot reveals assets in the U.S. exchange traded fund (ETF) industry totaled approximately $772 billion as of June 30 – down $11.7 billion or...
Americans Report Economic Concerns
A Bloomberg National Poll found that more than seven out of 10 Americans (71%) believe the economy is stuck in recession, and another 13% expect a backslide from...
Rich Americans Could Also Deplete Retirement Nest Egg
Some 64% of Americans in the two lowest pre-retirement income levels will be running short of money after 10 years in retirement, a new study found.
Custom TDFs the Prime DCIO Opportunity
Cerulli Associates contends the growth opportunity for defined contribution investment only (DCIO) asset managers lies within custom target-date funds built for large plans (those with between $100 million...
Some Say Financial Planners More Important Since Financial Crisis
A new national opinion poll conducted for Certified Financial Planner Board of Standards finds nearly two out of three Americans (65%) are more concerned about their finances today...
Americans Cite Obstacles to Savings Goals
The American Express Spending & Saving Tracker finds that consumers’ savings goal for the year has decreased since the beginning of the year, down to an average $12,000 from $14,000...
Investors Move out of U.S., into Emerging Markets
A BofA Merrill Lynch survey reports major changes in investor sentiment for the global economy and corporate earnings.
Survey Reveals "Must-Have" Technologies
The results of a recent survey of financial advisers reveal the "must-have" technologies for running a more efficient and profitable advisory business.
401(k) Participants not as Knowledgeable as Employers Think
A new survey reveals that 401(k) participants don’t know as much about plan fees and investing as employers think they do.
Brand is the Thing
Post-recession, asset management firms are finding that brand is key to attracting clients.
Research Shows Retirement Income Adequacy Lacking at Large Firms
A study of 84 large employers from Hewitt Associates finds that employees who contribute to their savings plans over a full career are on track to have retirement...
UBS Enhances Wealth Management Americas Research with Richard Bernstein Advisors LLC
UBS Wealth Management Americas has entered into a strategic partnership with Richard Bernstein Advisors.